Remote Client Relations & Support Specialist

Assetara Limited; Liverpool; On-site; GBP 26,000 - 36,000; Full time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will be the primary point of contact for clients, delivering concierge-level account assistance and ensuring smooth platform navigation.

This role focuses on client communication, CRM administration, and high-quality service while strictly adhering to compliance rules. It does not involve acting as a broker or giving investment advice.

Qualifications

• Client-facing communication skills with a professional, concierge-level approach.
• Experience or understanding of CRM data entry and note keeping.
• Ability to work remotely with strong time management and discipline.
• Familiarity with compliance requirements and data protection practices.

Responsibilities

• Serve as primary point of contact for clients within Assetara workspace and approved tools.
• Provide concierge-level client support and help clients navigate the platform.

Skills

Client communication

CRM administration

Remote work discipline

Time management

Compliance awareness

Tools

CRM system

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will be the primary point of contact for clients, delivering concierge-level account assistance and ensuring smooth platform navigation.

This role focuses on client communication, CRM administration, and high-quality service while strictly adhering to compliance rules. It does not involve acting as a broker or giving investment advice.